Market Overview

This past week we got some positive news out of Canada: an amazingly strong employment report.CTV News: - Canada's economy created an impressive 95,000 new jobs in May -- the biggest monthly gain in...

I hear a lot about bubbles. I see potential bubbles in play, but let’s look at the data.Indexed GDP (blue line), Home Price Index (pink line), Disposable Personal Income (red line), and S&P...

Here is a look at two key numbers in the June monthly employment report for May Average Hourly Earnings and Average Weekly Hours. The government has been tracking the data for Production and...

The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) is at 130.9, up slightly from last week's 130.7. The WLI annualized growth indicator (WLIg) dropped to 6.3% from 6.5%...

China's interbank rates spiked unexpectedly last week, as the SHIBOR curve (China's LIBOR equivalent) became highly inverted. Given that there have been no indications of a change in policy by the...

Much has been made of the declining labor participation rate in the U.S. What is not always made clear however, is that about half of those declines is simply the result of an aging population....

PrevInvest, in its May 2013 Investment Themes, provides a discussion of why long/short equity, also known as “equity hedged,” has experienced poor performance against market benchmarks...

Each week I consider the upcoming calendar and the current market, predicting the main theme we should expect. This step is an important part of my trading preparation and planning. It takes more...

Last week was an interesting week. Considerable volatility in the foreign exchange markets (the dollar fell 5.5 handles from 105.50 yen to 95 yen before bouncing to 97.5 yen at week’s end) and a...

One in four people in Japan will be older than 65 in 2014, compared with 9.6 percent in China and 14.2 percent in the U.S., according to data compiled by the U.S. Census Bureau. Now, because they have...

Markets had a rollercoaster ride last week, as expectations on the timing of Fed's tapering of the asset purchase program flip-flopped on mixed U.S. economic data. The DOW dived as low as 14844 on...

Employment increased more than forecast in May and the jobless rate climbed from a four-year low as more Americans entered the labor force, showing the world’s largest economy weathered the...

The US labor market continued its gradual improvement in May. The economy added 175,000 new payroll jobs, somewhat more than in March and April, as shown in the following chart. Payroll job growth was...

(from my colleagues Dr. Win Thin and Ilan Solot) This is what has changed in the EM space in, our view. 1) Brazil is stepping up its defences against market volatility. 2) Signs that China is looking...